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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,096 | $198,462-96.9% | $170,439-96.4% | $147,585-95.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 11.54% | 257.30%-245.8pp | 205.94%-194.4pp | 578.58%-567.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,812 | $5,629-32.3% | $4,939-22.8% | $5,439-29.9% |
| Admin fee / account holder | $2,809 | $16,852-83.3% | $13,881-79.8% | $10,886-74.2% |